Synchronizing Existing Usage-based Subscriptions

To synchronize customer subscriptions that include usage-based services between Reseller Marketplace and Xero, complete the following steps:

1. In your UX1 for Resellers, click Integrations.

   

2. On the dashboard, click Check Changes to update the list of tasks.

   

3. Select a synchronization task for your customer with the Billing order type. Click Sync Changes.

   Note: The Billing order type means that this is an existing usage-based subscription. The Sales order type means that a subscription is new. The Change order type means that the existing subscription is upgraded or downgraded. The Cancellation Order type means that this subscription is canceled.
   

   

4. On this step, select an Invoice or create a new one. Then, check changes to the Invoice.

   The Invoice line items represent a separate fee that is charged in the scope of the Invoice.

   You can select a line item and configure its parameters, such as description, quantity, price, and discount, as well as whether to load prices from the Xero or Reseller Marketplace.

   Important:
   1. Invoices with the same billing cycle must be selected here, that is, monthly Invoices for monthly subscriptions, and so on.
   2. The Invoice currency and the currency in Reseller Marketplace must be the same.

5. Confirm the synchronization by clicking Sync.